ZipRecruiter

Log In

1

Assistant Wealth Management Jobs (NOW HIRING)

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

New

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

New

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

New

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

New

hightower

Paraplanner - Natoma Wealth

Folsom, CA

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

Hightower

Paraplanner - Natoma Wealth

Folsom, CA · On-site

$65K - $80K/yr

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We ... Assign, monitor and complete tasks in CRM. * Assist clients with questions, requests and/or issues ...

H Cap Connect, LLC.

Administrative Assistant

Gladstone, NJ · On-site

$18.75 - $25.25/hr

Administrative Assistant - Wealth Management Location: Gladstone, NJ Position: Full-Time (on-site) Posting: Confidential Wealth Management Firm Are you a client-focused professional looking to grow ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsAssistant Wealth Management Jobs

Assistant Wealth Management information

See salary details

$29K

$48.4K

$69.5K

How much do assistant wealth management jobs pay per year?

As of Aug 21, 2026, the average yearly pay for assistant wealth management in the United States is $48,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.
More about Assistant Wealth Management jobs

What cities are hiring for Assistant Wealth Management jobs?

Cities with the most Assistant Wealth Management job openings:

What are the most commonly searched types of Wealth Management jobs?

The most popular types of Wealth Management jobs are:

What states have the most Assistant Wealth Management jobs?

States with the most job openings for Assistant Wealth Management jobs include:

What job categories do people searching Assistant Wealth Management jobs look for?

The top searched job categories for Assistant Wealth Management jobs are:

Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $48,396 per year, or $23.3 per hour.

Client Service Operations Manager - Wealth Management

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Posted 7 days ago

Job description

Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!

Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team's client service group. They manage the team's workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.

This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.

Specific responsibilities include:

  • Team Leadership & Management
    • Serve as the day-to-day leader and primary resource for the team's Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
    • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
    • Review work completed by client service team and provide coaching and feedback to support their professional development.
    • Oversee onboarding and training of new client service team members.
    • Identify opportunities to improve team processes, efficiency, and client experience.
  • Partnership with Team Lead
    • Act as a key partner to the Team Lead in the day-to-day management of the team.
    • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
    • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
    • Manage team meetings, events, and initiatives.
    • Step in to provide leadership when the Team Lead is unavailable.
  • Firm Engagement
    • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
  • Client Service
    • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
    • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Participate in client meetings and present ideas and concepts in an organized and effective manner.
    • Prepare meeting materials and summaries and manage post-meeting action items.
    • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
    • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
    • Oversee the new client onboarding process and ongoing account maintenance.

Apply